About Home Report

What is ListReports’ Home Report?

Home Report is an automated monthly email that keeps your clients informed and engaged after closing. Stay top of mind with clients by automatically delivering their local real estate market data they care about so that when life changes or rates drop, you are the first person they contact.

What information is included in a Home Report?

Each Home Report includes:

Client’s Home Stats
Purchase Price
Automated Valuation Models
Appreciation Forecast
Current Equity
Home Maintenance and Financial Tips
Area Sales Statistics
Referral Widget
Homes for Sale
Homes Pending Sale
Savings Calculator
Equity Widget
Option to Co-brand with an Agent

Why is a Home Report beneficial for my clients?

Home Report helps provide your clients with up-to-date home value estimates and calls to action to help them maximize their home’s value and equity.

What key points should I emphasize when discussing the value of the report with my clients?

Each Home Report provides free, personalized information about their home’s value, financial and home maintenance tips, and an overview of nearby markets. This is an easy way for your clients to stay informed and make informed decisions about one of their biggest investments.

Are the zip codes in “Values Near Home” on the Home Report customizable by me or my client?

No. These are chosen based on your client’s home location.

How often does a client’s Home Report get sent and on what day of the month?

Clients receive their Home Report monthly on the anniversary of their invitation date. The link to their Home Report remains active indefinitely, allowing them to access it at any time.

Can agents and loan officers sign up for Home Report?
Loan officers can subscribe to Home Report on top of their Elite subscription, or they may purchase Home Report on its own. Agents automatically unlock access to the Home Report when paired with a loan officer on ListReports.

Can I co-brand with an agent on my Home Report?

Yes. You can co-brand with an agent. To co-brand with an agent, you must invite them to pair with you.

Do we allow more than one LO to send a Home Report to the same client?

Yes. We recommend sending out your Home Report to your top clients as soon as possible!

I have a subscription to Home Report. How many clients can I send a Home Report to?

Home Report does not have limits on the number of clients you can send a Home Report to, only how many people are "engaged". Clients are considered "engaged" if they have opened and viewed their Home Report.

Here's what is included in your monthly Home Report subscription:

1000 engaged clients for the loan officer
1000 engaged clients for each paired agent

If you have more than 1000 engaged clients, please contact support@listreports.com for questions about additional fees.

I have a Home Report subscription only – can I pair with any agent to add their co-branding to my Home Report?

Yes. You can invite an agent to co-brand with you on Home Report as long as they are not paired with another loan officer on ListReports. To learn how, click here.

Is there a link I can share with my clients to invite them to Home Report?

Yes. Click here to learn more.

How do I add Home Report to my account?

Login to your ListReports account, click the My Clients tab, click upgrade today and then click Add Home Report to My Account* or contact us by clicking here.

*By adding Home Report to your account, you agree to subscribe to a monthly autopayment for Home Report.

Metrics

Can I see how many home reports have been sent to my client?
No. We are not currently measuring this data point.

What metrics does the Home Report provide me?

The Home Report measures:

Last Sent: The date of the last sent Home Report to your client
Activities: T number of actions taken by your client with their Home Report
- You can drill into these activities to see what actions they are taking
Last Activity: The date of the last activity taken by your client

What are the roll-up metrics on the Home Report tab?

The metrics located at the top of the Home Report tab are:

% of Receiving: Number of clients receiving their Home Report and have not opted out or unsubscribed from Home Report.

% of Engaged: Number of clients who are receiving the Home Report and viewed it.

# of Opens: Number of Home Reports that have been opened in a 30-day rolling period.

# of Actions: Number of activities taken within the Home Report in a 30-day rolling period.

Adding Clients

How does ListReports populate data within the My Clients tab?

We use a patent-pending algorithm that aggregates data from multiple sources, then analyzes hundreds of data points for reliability. To learn more about our data confidence, click here.

How far back does ListReports populate transaction data?

We retrieve and include transaction data from as far back as our data sources allow. This means you'll see the most comprehensive transaction history possible based on the data available.

How do clients get added to the My Clients tab?

You can add clients manually or when prompted. We track your transactions so we’ll notify you after closing to remind you to invite your recent buyer to receive the Home Report. Click here to learn how.

Can I preview the Home Report before it is sent to my client?

Yes. To preview your client’s Home Report simply click on the pencil icon in the corresponding row and click on the Preview tab. Screenshot 2024-09-10 at 4.58.52 PM.png

You can also preview clients who are already subscribed by following the directions below:

1. Click My Clients.

2. Click the Home Report tab.

3. Click the preview button outlined in red below.

Can I resend an invitation to a customer?

Yes. To do so:

1. Click My Clients.

2. Click the Home Report tab.

3. Click the resend button outlined in red below.

Screenshot 2024-08-30 at 3.52.31 PM.png

What if there were co-borrowers on a transaction?

Each client gets their own Home Report and should be added separately. This includes when uploading clients in bulk. Each client must be on their own separate row in order to be successfully uploaded and sent an invitation. If two emails or two names are included in a field, they will not be uploaded to Home Report.

Bulk Uploading

Can I bulk upload multiple clients to Home Report?
Yes. You can upload 500 clients at a time using our bulk upload feature. Click here to see how.

Why didn’t my clients get added to Home Report when I tried the Import Clients feature (bulk upload)?

To ensure your clients are successfully added to Home Report when using our bulk upload feature:

Headers on the upload file must match the example file headers (we recommend adding your clients to the example file to ensure the headers match)
Your upload file must include the following columns and fields:
- First name
- Last name
- Email address
- Street
- City
- State
- Zip
Columns can be in any order
Make sure to remove any columns that are not on the sample template
Headers are not case sensitive
A maximum of 500 clients can be uploaded at a time
The file must be in a .csv format

What happens if I add an agent to my bulk upload file who is not paired with me on ListReports?

We will send them an invite on your behalf to pair with you on ListReports. In cases where the agent is already paired with a loan officer or we cannot verify they are indeed an agent within our internal databases, we will not send an invite.

Where is the agent I invited to pair and co-brand with me on Home Report?

Once you receive an email from ListReports confirming the successful upload of clients into Home Report, you can monitor invitations sent to agents to pair with you by navigating to My Agents>Pending or your Activity Feed.

Why didn’t an agent get an invite when I added them to the spreadsheet?

The agent is already paired with another loan officer on the platform.
We do not have a record of the agent in our internal database. In an effort to reduce the risk of spam, we must verify the identity of an agent via our internal databases. If your agent wasn’t invited, you can go to your My Agents tab and invite them

What happens if I upload a duplicate client to Home Report?

When uploading a CSV file, clients with the same email and property address will be treated as duplicates and only the first instance in your CSV file will be added to the Home Report.

If there is a duplicate client both in the Home Report and within the file being uploaded, Home Report will only update missing fields with the data found in the CSV file.

For example, if you upload a client with an email address of jane.doe@email.com at 123 Main St. Orange, CA 92251 with an interest rate of 5.5%, and the same client in your My Clients tab is missing an interest rate, the interest rate will be added from the CSV file.

Have more questions or want to learn more? Click here to submit a support ticket.

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